An excellent opportunity has arisen with a highly regarded wealth management firm in London, offering a fantastic entry point into financial services.
This position is ideal for a school-leaver or early-career candidate (first or second job) who is motivated, ambitious, and looking to build a long-term career within a professional environment.
You’ll join a close-knit, high-performing team within the firm’s Portfolio Management division, gaining hands-on exposure to investment management while supporting experienced professionals.
The Role
Working as a Administrator, you will provide day-to-day administrative support to Investment Managers and play an important role in ensuring the smooth running of client portfolios.
Responsibilities will include:
*Supporting Investment Managers with general administration
*Assisting with client meetings, reports, and correspondence
*Opening and closing client accounts
*Processing transactions and maintaining accurate client records
*Producing reports using internal systems and Excel
*Supporting the team with ongoing projects and ad hoc tasks
About You
*Highly motivated with a strong work ethic
*Keen to build a career within financial services
*Strong attention to detail and organisational skills
*Good communication skills and a professional approach
*Comfortable working in a fast-paced, team-oriented environment
Previous office experience is beneficial but not essential — candidates from retail, hospitality, or customer service backgrounds will also be considered.
What’s on Offer
*Salary up to £32,000
*Clear opportunity to build a long-term career in wealth management
*Supportive and collaborative team environment
*Exposure to investment management and financial markets
This is a great opportunity for someone looking to take their first step into financial services and join a firm where hard work and ambition are recognised.